See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,565 | $58,208+153.5% | $81,812+80.4% | $80,856+82.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.45% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,954 | $2,340+197.2% | $2,912+138.8% | $2,755+152.4% |
| Participant deferral / active EE | $8,306 | $3,281+153.2% | $4,319+92.3% | $4,296+93.3% |
| Admin fee / account holder | $3,456 | $4,981-30.6% | $7,386-53.2% | $6,918-50.0% |